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Research Reports

In-depth notes, data visualisations and working models I build in my spare time

Featured Note

Sector Research

AI Capital Landscape · The Last 18 Months

A scrollytelling landscape of global AI venture capital from 2024-10 to 2026-04: 666 deals across 403 companies and 759 founders, mapped across concentration, geography, capital structure, and founder pedigree.

April 2026Read note

All Research Reports

Sector Research

AI Capital Landscape · The Last 18 Months

A scrollytelling landscape of global AI venture capital from 2024-10 to 2026-04: 666 deals across 403 companies and 759 founders, mapped across concentration, geography, capital structure, and founder pedigree.

April 2026Read note
Macroeconomic Musings

A Brief History of Gold (Part I)

A comprehensive exploration of gold's monetary history, from the origins of precious-metal coinage to the collapse of the Bretton Woods system.

May 2025Read note